Wurts Associates is a firm that provides financial advisor, consulting services, investment management, and other accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, Washington, and North Dakota (although they are present in other states as well).
Most Wurts Associates clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $19 million to $644 million.
Previous legal names, trade names, or just variations of their name include: Verus; and Wurts and Associates.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Sutter Health | 501(c)(3) | Sacramento, CA | ||
| 2 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| 3 | The San Diego Foundation | 501(c)(3) | San Diego, CA | ||
| 4 | Leichtag Foundation | 501(c)(3) | Encinitas, CA | ||
| 5 | Association for Cultural Interchange | 501(c)(3) | New York, NY | ||
| 6 | Confluence Health | 501(c)(3) | Wenatchee, WA | ||
| 7 | Offutt Family Foundation | 501(c)(3) | Fargo, ND | ||
| 8 | Community Foundation for Monterey County | 501(c)(3) | Monterey, CA | ||
| 9 | Uc San Diego Foundation | 501(c)(3) | La Jolla, CA | ||
| 10 | Southern California Painting and Drywall Industries Health and Welfare Trust Fund | 501(c)(9) | Covina, CA | ||
| ... | and 8 more Wurts Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wurts Associates in the nonprofit sector include Towers Watson, Minnesota Life Insurance Company, Ameriprise Financial Services, Matrix Trust Company, Alerus Financial, N.a., Conduent HR Consulting, LLC, Newport Group, Inc., TIAA, Wells Fargo Bank, and Nationwide.
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